Navalign LLC
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Navalign LLC’s Phillips 66 PSX Stock Holding History

Navalign LLC’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.01M Sell
7,892
-368
-4% -$84.1K 0.46% 33
2026
Q2 		$1.4M Sell
8,260
-27
-0.3% -$4.65K 0.33% 54
2026
Q1 		$1.51M Buy
8,287
+16
+0.2% +$2.51K 0.38% 45
2025
Q4 		$1.07M Buy
8,271
+442
+6% +$59.5K 0.26% 63
2025
Q3 		$1.06M Buy
7,829
+307
+4% +$39.3K 0.28% 58
2025
Q2 		$897K Buy
7,522
+108
+1% +$12.1K 0.25% 66
2025
Q1 		$915K Buy
7,414
+389
+6% +$47.9K 0.26% 66
2024
Q4 		$800K Buy
7,025
+277
+4% +$35.2K 0.24% 71
2024
Q3 		$887K Buy
6,748
+164
+2% +$22.1K 0.26% 64
2024
Q2 		$930K Buy
6,584
+60
+0.9% +$8.88K 0.29% 58
2024
Q1 		$1.07M Sell
6,524
-243
-4% -$35K 0.35% 54
2023
Q4 		$901K Sell
6,767
-47
-0.7% -$5.62K 0.31% 63
2023
Q3 		$819K Sell
6,814
-197
-3% -$22.1K 0.31% 65
2023
Q2 		$669K Sell
7,011
-22
-0.3% -$2.14K 0.27% 73
2023
Q1 		$713K Sell
7,033
-70
-1% -$7.12K 0.3% 70
2022
Q4 		$739K Sell
7,103
-523
-7% -$53.5K 0.3% 69
2022
Q3 		$616K Buy
7,626
+345
+5% +$29.4K 0.28% 74
2022
Q2 		$597K Sell
7,281
-209
-3% -$19.3K 0.26% 73
2022
Q1 		$622K Buy
7,490
+404
+6% +$34K 0.26% 77
2021
Q4 		$513K Buy
7,086
+27
+0.4% +$2.04K 0.2% 93
2021
Q3 		$494K Buy
7,059
+128
+2% +$9.26K 0.21% 95
2021
Q2 		$595K Buy
6,931
+430
+7% +$36.3K 0.25% 84
2021
Q1 		$530K Buy
+6,501
New +$510K 0.23% 90

Other funds holding PSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Navalign LLC's PSX Position: Q3 2026 in Review

Navalign LLC reduced its Phillips 66 (PSX) stake by 4.5% in Q3 2026, selling an estimated $84.1K and leaving 7,892 shares worth $2.01M. The position accounts for 0.46% of the portfolio, ranked #33.

Navalign LLC first reported a position in PSX in Q1 2021 and has held it in 23 quarters since. 1,641 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Navalign LLC held 7,892 shares of Phillips 66 worth $2.01M as of Q3 2026.
  • Navalign LLC sold 368 Phillips 66 shares in Q3 2026, an estimated $84.1K.
  • Phillips 66 made up 0.46% of Navalign LLC's portfolio in Q3 2026, its #33 holding.
  • Navalign LLC first reported a position in Phillips 66 in Q1 2021 and has held it in 23 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.